Key Points Alphabet recently announced it is expanding its partnership with NBCUniversal. YouTube Premium subscribers will have access to an ad-supported version of Peacock Premium. The move may set the stage for fiercer competition between Netflix and YouTube. 10 stocks we like better than Alphabet › Netflix (NASDAQ: NFLX) is a leader in the streaming … Read more
RDIV, PRU, HPQ, F: Large Inflows Detected at ETF
The whipping post
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Invesco S&P Ultra Dividend Revenue ETF (Symbol: RDIV) where we have detected an approximate $421.9 million dollar inflow — that’s a 30.4% increase week over week in outstanding units (from 22,010,000 to 28,710,000). Among the … Read more
Alibaba's Qwen3.8-Max Intensifies AI Battle With U.S. Rivals
The whipping post
Alibaba BABA has unveiled Qwen3.8-Max, its latest flagship Large Language Model, intensifying the AI race between Chinese and U.S. peers including OpenAI, Alphabet GOOGL, Meta Platforms META and Anthropic. Per Bloomberg, which cited Jing Daily, Alibaba claims that the 2.4-trillion-parameter mixture-of-experts (MoE) model outperforms several leading Chinese rivals (like Moonshot AI’s Kimi K3) and delivers … Read more
After a Strong Quarter, Is Microsoft Stock Headed for a New All-Time High?
Key Points Microsoft’s stock has been red hot in recent days. The company’s Q4 numbers were impressive, and its Azure growth rate improved from the previous quarter. The stock is a bit more expensive, but not nearly at the levels it was at a year ago. 10 stocks we like better than Microsoft › This … Read more
With Paramount's Acquisition of Warner Bros. on Hold and Netflix Down 38%, Is Netflix Stock Finally a Buy?
Key Points Netflix may have made the right decision to walk away from a deal to acquire assets from Warner Bros. Discovery. Paramount is tied up in legal limbo trying to acquire Warner Bros. Discovery. The Netflix stock price is down 38% over the last 12 months, with few catalysts seemingly available to reignite investor … Read more